CAIS Platform Expands Product Menu to Include Private Equity

Partners Group Lists on CAIS to Provide Private Equity Solutions for the Independent Wealth Management Channel

News provided by

Jun 21, 2012, 10:00 ET

NEW YORK, June 21, 2012 /PRNewswire/ -- CAIS, a New York-based financial technology company providing the premier independent, alternative investment platform to the global wealth management industry, has expanded its menu of alternative investment funds and products to include private equity. Partners Group, a globally recognized leader in private equity, has selected CAIS to help reach the US independent wealth management channel. Through CAIS, advisors will be able to access a global private equity portfolio that includes direct, secondary and primary private equity investments, diversified across multiple industries, geographic regions and vintage years.

The addition of private equity to the CAIS platform further signals the firm's commitment to meeting the growing alternatives needs of its expanding global client base. CAIS has also recently expanded its menu of hedge funds and added a comprehensive precious metals offering allowing advisors the ability to purchase physical gold and other metals.

"We are committed to building a robust offering and establishing CAIS as the premier platform for advisors seeking a comprehensive solution for alternative investing," said Rafay Farooqui, CAIS Co-Founder and President.

In collaboration with Mercer Investment Consulting and State Street, CAIS has become the primary destination for top-tier alternative funds and products that seek efficient distribution to the fragmented wealth advisor community.

"We explored a wide range of options to achieve our goal of efficiently reaching the independent wealth advisor channel," said Brooks Lindberg, Partner of Partners Group. "We chose CAIS because of the overall strength of their platform and the firm's reputation for delivering an institutional-quality solution."

For more information, please contact Nicole Abbott at 973-850-7315 or [email protected].

About CAIS
CAIS is a New York-based financial technology company providing an alternative investment platform to the global wealth management industry. The CAIS end-to-end solution offers improved access and independent oversight to a diversified menu of top-tier alternative investment funds and products coupled with streamlined execution and integrated reporting. The CAIS secure web-based interface provides advisors a menu of individual funds and products, strategy information, independent due diligence reports and a schedule of manager road-shows and educational events.

A true partner to the global wealth management industry, the CAIS proprietary solution empowers registered investment advisors, broker-dealers, private banks and other financial intermediaries to compete for clients while delivering a robust level of service. As a dedicated service provider, CAIS avoids key conflicts of interest by neither managing a wealth management business nor trading internal funds. Securities offered through CAIS Capital LLC, member FINRA, SIPC.

CAIS was named finalist in the 2011 Private Banker International Global Awards for Outstanding Private Banking Platform.

For more information, please visit www.caisgroup.com.

About Partners Group
Partners Group is a global private markets investment management firm with USD 25 billion in investment programs under management in private equity, private real estate, private infrastructure and private debt. The firm manages a broad range of customized portfolios for an international clientele of institutional investors. Partners Group is headquartered in Zug, Switzerland and has offices in New York, San Francisco, Sao Paulo, London, Guernsey, Paris, Luxembourg, Munich, Dubai, Singapore, Beijing, Seoul, Tokyo and Sydney. The firm employs over 550 people and is listed on the SIX Swiss Exchange (symbol: PGHN) with a market capitalization of over CHF 4.5 billion. Partners Group is majority owned by its Partners and all employees.